Alternative Realities: Absolute return strategies & trouble in private credit?
Notas do episódio
With inflation expectations on the rise, volatility has returned and stocks and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what’s happening with broader market beta or the economy.
On today’s episode, Aaron Mulvihill is joined by Bill Eigen, Head of the Absolute Return and Opportunistic Fixed Income team, to discuss where an absolute return strategy fits in portfolios, areas of opportunity Bill is seeing in the market and thoughts on where we are in today’s credit cycle—including private credit.
Watch the video version on YouTube.
Resources:
- For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
- Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify